Matthew Gallagher discusses how he helps his clients have hope and clarity in their retirement planning and creating portfolio safety.
Listen to the interview on the Business Innovators Radio Network:
Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options, clients must have a resource they can count on to guide them step by step along the way.
Whether someone is in the initial planning stages or is already retired, Matthew Gallagher can help with strategies designed to make retirement funds last. From creating an income stream they can’t outlive and maximizing the value of assets to protecting the family and preserving a legacy for beneficiaries in death, he has the knowledge and experience they can rely on to feel prepared. He will always keep their best interests at heart and put them in control of their own financial destiny.
One of the best ways to alleviate concerns about retirement is to develop a detailed retirement plan. By planning ahead, one can establish a retirement savings goal and then work backward to create and implement a savings strategy – many people are saving money for retirement with an incorrect goal as their target.
Gallagher says, “I’m committed to developing lasting relationships with each individual and family we serve. You are a priority, and we take the time to build a personal relationship where you’re comfortable participating in the process.”
About Matthew Gallagher
Matthew Gallagher, the founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on the ABC Dallas morning show discussing his book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers game. He is married to his wife, Erica, and they have two sons, Jaden and Jensen.
Learn more: https://www.retirewithmatthew.com/